How do you make sure you recommend the best options to your clients?
"When I'm looking for the best investment opportunities and protection products for my clients, I tap into extensive independent research by HSBC's research teams in key markets across the world - from the US and UK to Latin America and Asia.
"The research team's job is to monitor more than 10,000 funds - and use detailed analysis of their performance, charges and administration to create the investment selection available through our Worldwide Funds Service. Any funds that fall short are filtered out, leaving a shortlist of funds that are all there on merit - chosen for their quality, strength and suitability.
"Because the selection process is carried out by independent teams who look at the whole marketplace, our shortlist includes best in class funds from a wide range of providers - not just HSBC.
"The solutions I recommend to my clients are impartial too. I don't have to lead with our own products, so I can do what's right for each individual. This means there's no product bias in any of my recommendations, but they all come with the HSBC seal of approval."
